Iterable is an AI-powered customer communication platform that activates customers across channels in real-time. With intelligent personalization, dynamic content, and a cross-channel suite, Iterable helps brands create seamless, data-driven experiences across email, SMS, push, and in-app notifications.
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PFL Direct Mail Platform
Score 9.0 out of 10
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PFL helps businesses deliver authentic moments by
creating impactful direct mail that is data-driven, bringing measurement,
personalization, and predictability from digital to direct mail. PFL offers direct mail that is... Simplified: PFL simplifies direct mail execution by managing the entire process under one roof from strategy and production to delivery and measurement. Engaging: Supports engagement that results in action by paring digital tactics with memorable…
At OneVision, I was brought on to migrate from ActiveCampaign and it was a huge improvement to go to Iterable. Much of the improvement lay in the back end connectivity to databases, which although not directly in my purview, made it easier to work as a team (product & marketing) inside our company.
The reason it's not a seven or above is purely because of the timing of a solution we had requested originally back in August 2023. It's now February 2024, and we're waiting for a wow-factor pitch deck. Previously, we only received a demo recording and an order form quote. These truthfully aren't helpful enough to convince and sway our senior leaders into spending the $35k+ investment into the PMC.
Customer Journey creation - the platform easily creates a visual path for the marketing team to curate messaging based around timing, channel, behavior as well as add split testing logic and exit criteria so we target only the audiences we want.
Customer Success - one of the best teams I've ever had the pleasure of working with. I'm able to move so much quicker because they really create a helpful partnership.
Audience segmentation, the platform is easy to work with even if you're a first time user, they do a great job of visually showing the logic and the and/or/none type rules.
Personalization: It allows us to create highly personalized direct mail pieces tailored to individual recipients. For instance, we can include the recipient's name, relevant product recommendations, or even custom images that resonate with their preferences.
Multi-Channel Integration: The platform seamlessly integrates with our existing digital marketing tools and CRM systems. It enables us to orchestrate cohesive campaigns that combine email, social media, and direct mail to reach our target audience through multiple touchpoints.
Automated Workflows: PFL offers robust automation capabilities, streamlining the entire direct mail process. We can set triggers, such as website visits or email engagement, to automatically trigger the sending of personalized direct mail pieces, ensuring timely and relevant outreach.
Variable Data Printing: The platform simplifies variable data printing, enabling us to print custom content for each recipient efficiently. This is particularly useful for A/B testing different messaging or designs within a single campaign.
Insights. I think this is the biggest downfall of Iterable, the insights and analytics area is really not good at all. We have almost stopped using it all together in favour of just using Mixpanel (but now we're paying for 2 platforms). Things we can do in Mixpanel that we can't do in Iterable:
- custom conversion windows
- more scalable reports
- comparing multiple events
- setting up alerts that trigger to slack
Segmentation - building segments and organizing lists that are already built.
- relative dates can be confusing but are a critical piece of building lists
- unable to compare multiple events
- we have a pretty good naming structure for our lists but with so many daily users, no good way to organize them (with labels or folders) and searching for a list requires you to find the exact word we end up re creating dynamic lists each time
- static lists don't show you what rules were used to create the list
- no way to see changes over time
Improved ways of collaborating. There's no way of knowing if other people are editing a list, template, campaign or journey. easy to overwrite each other's work
I've been an Iterable user for about 4 years, at 2 different companies. SinceI started using Iterable I think the number of bugs has increased.
I wish Iterable did a better job testing releases so we're not the ones discovering issues so frequently.
In app message. We've had issues with this tool/channel starting at implementation. It feels like it never made it's way out of beta, despite us paying for it now.
The app team offered to do working sessions with us to understand how we use it day to day and never followed up on that. There have been no improvements to the tool and any time we run into another issue with it (although Jena in support is great) it takes forever to diagnose or we are told the issue cannot be replicated. It just feels like we have constant issues with this tool.
We've actually onboarded to another tool (not ideal for omni channel) for some in app messages because this one has so many downfalls and is so buggy.
Self serve documentation is great when you have an idea of what you're doing but not entirely sure. It is not easy to understand for people who are newer or less well versed in the platform.
The UI is friendly, clear, and accessible, and I access it directly through the interface (Salesforce) that I perform my function in every day. It is intuitive to navigate, and I am able to find most functionalities I need without the need to consult an admin and/or support teams.
Iterable is there like 99.9% of the time. However, when it goes down, it grinds us to a halt. Most of the time, outages are an hour or less, but if that's at a peak time, it can be a nightmare. That said, when the worst does happen, there are frequent updates and an easy situation tracker that give you an estimate of how much longer you'll have to wait for the issue to be resolved.
The API is super quick. The UI can be a little sluggish depending on what you're loading, but overall Iterable performs great. Iterable appears to do a good job of making processes async so that one action isn't blocking another.
I've never experienced any issues with Iterable. As I and my colleagues have learnt the system and it's features, response to questions and advice from our account manager is always quick. Kevin knows the product well, and with the few tricky questions has hasn't been able to answer he's been quick to get back to us.
Only thing holding me back from a perfect 10 would be the timelines for involving the technical team on occasion. There have been a few times where the PFL technical support team has been booked up for days or more than a week out which can delay our project timelines. This doesn't happen often, let me be clear. But when it does, it's usually at the worst time for our campaigns.
I admittedly don't remember much of Klaviyo, as I have become so familiar with Iterable. I definitely prefer Iterable, however. There are so many more features in Iterable and it just feels like a more dynamic and comprehensive experience with more granular data than Klaviyo presented us
JourneyMail is one I have evaluated. It did not seem as full featured as PFL Direct Mail Platform, nor did it integrate with the rest of the Salesforce products like PFL Direct Mail Platform (journeymail ONLY integrates to marketing cloud). My customers tend to be cross-cloud and own multiple products and want solutions that can integrate across their stack easily.
We've definitely tested scalability, and it's no line - it works. The process is pretty easy. Most of the times it goes off without a hitch. Any time we do encounter issues, our support team is quick to get on the job and very communicative as they work us through a successful launch.
It does take a while to launch or re-launch a campaign, which can make it difficult to pivot quickly. However, if you're integrated with Marketo, then PFL is as scalable as your database and marketing strategy! The sky is the limit in terms of creativity. Post launch, the program is hands-off apart from report monitoring and potential optimization tweaks.
